Encompass Wealth Advisors’s Forgent Power Solutions FPS Stock Holding History

Encompass Wealth Advisors’s Portfolio FPS Stock Details FPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$607K	Buy	+16,200	New	+$597K	0.09%	88

Other funds holding FPS

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DCM

Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

SAM

Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

RMC

Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return

Encompass Wealth Advisors's FPS Position: Q3 2026 in Review

Encompass Wealth Advisors opened a new position in Forgent Power Solutions (FPS) in Q3 2026: 16,200 shares worth $607K. The stake represents 0.09% of the portfolio and ranks #88 among its holdings.

43 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

Encompass Wealth Advisors held 16,200 shares of Forgent Power Solutions worth $607K as of Q3 2026.
Forgent Power Solutions was a new Encompass Wealth Advisors position in Q3 2026.
Forgent Power Solutions made up 0.09% of Encompass Wealth Advisors's portfolio in Q3 2026, its #88 holding.
43 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.